Paul Randall Valtierra

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Plano, TX
• 11/2016 → 02/2021
  Wells Fargo Clearing Services, Llc
  Plano, TX
• 02/2021 → Present
  Wells Fargo Advisors Financial Network, Llc
  Frisco, TX

Previous Registrations

• 2009-04-09 → 2021-02-12
  Wells Fargo Clearing Services, Llc
  Plano, TX
• 2000-10-03 → 2009-04-23
  Citigroup Global Markets Inc.
  Dallas, TX
  Dallas, TX

Other Businesses

RENTAL PROPERTY; INV RELATED; FRISCO, TX; 100% OWNERSHIP WITH SPOUSE; START 1/1/2008; 0 HRS PER MONTH; 0 HRS DURING TRADING, LANDLORD. RENTAL PROPERTY; INV RELATED; PLANO, TX; 100% OWNERSHIP WITH SPOUSE; START 2/1/2013; 0 HRS PER MONTH; 0 HRS DURING TRADING, LANDLORD R&H ALOHA PROPERTIES; INV RELATED; FRISCO,TX; START 6/2018; 4 HRS PER MONTH; 0 HRS DURING TRADING; LANDLORD. HNV OHANA PROPERTIES LLC; INV RELATED; FRISCO, TX; 100% OWNERSHIP WITH SPOUSE; WIFE HAS TX REAL ESTATE LICENSE FOR PERSONAL USE BUYING REAL ESTATE; START 6/2018; 0 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: NONE. VALTIERRA INVESTMENT GROUP LLC, INV RELATED, FRISCO, TX, 100% OWNERSHIP, START 2/16/2021, 160 HOURS PER MONTH, 160 HOURS DURING TRADING, FINET PRACTICE. RENTAL PROPERTY, INVT RELATED, LAKE KIOWA, TX, 100% OWNERSHIP WITH SPOUSE, START DATE 7/1/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, LANDLORD. RENTAL PROPERTY, INVT RELATED, AUSTIN, TX, 50% OWNERSHIP, START DATE 12/1/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, LANDLORD.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-10-03
• S63 Uniform Securities Agent State Law Examination
  1998-03-06

Other Names

• Randy Valtierra